Kavi® Members Help

Chapter 120. Edit Company Membership Type Group

Table of Contents

Overview
Steps
Related Topics

Overview

The Edit Company Membership Type tool is used to edit existing company membership type groups.

Membership type groups may be created for two reasons:

To define dependencies between primary and dependent membership types

Kavi Members supports grouping structures with up to two tiers of membership levels: a primary and secondary (dependant) level. In two-tier membership systems, a group of primary membership types is defined as a prerequisite for a group of dependant, secondary-level memberships.

To impose limits on memberships held simultaneously

In both single-tier and two-tier membership structures, the grouping mechanism can also be used to set a limit on the number of memberships within a group that can be held simultaneously.

Note

For examples of membership structures, see Membership Grouping.

Use the Edit Company Membership Type Group tool to:

Edit an existing company membership type group.

Back to top

Steps

Edit

Edit company membership type group details, including the name for this group, the description, the dependency information, the maximum number of memberships in this group that a member will be allowed to have and the list of membership types that belong in this group. When you are done editing this information, click Save.

Options:

Group Name

The name of the membership type group.

Description

The description of the membership type group.

Dependency

If this is a primary membership type, select 'Primary Group — no dependencies. If this is a dependent membership type group, select the primary group on which membership types in this group depend.

Maximum in Group per Member

Set the maximum number of memberships from this group that a member can hold simultaneously, or leave this field blank to allow unlimited memberships.

Membership Types

Select the membership types that belong in this group.

Done

You've just edited this company membership type group, and the information is displayed for you to review.

Back to top